for serious investors
Welcome
How is it possible that an individual investor excels in managing their own money when professional advisors regularly fail their clients?
teresa lo, founder
Let me explain.
I sat down with fellow investor and author Leslie N. Masonson for A Conversation with Teresa Lo. The interview is featured in the December 2023 issue of Technical Analysis of Stocks & Commodities magazine.
understanding the problem
The answer is deceptively simple.
Brainstorming is noisy. Ideas that fail to account for the way price behaves will not yield good strategies or solutions.
The approach to solving investing and trading problems is the key. A first-principles thinker with their own money on the line is better able to find solutions to a small set of problems and to execute them well.
"modern" portfolio theory
What about advisors?
Little has changed in decades. Most investment portfolios are generated with software based on models originating from the 1950s or just go with stock picks from the firm's research department. The industry is focused on sales, gathering assets and generating management fees and commissions for the firm.
free
Get The Magazine
It's curated and commentated by a veteran investor, trader and market strategist. Get your free subscription at ActiveInvestorMag.com or read it on Reddit.
Premium Services
For serious investors
Closed to new members until 2025.
focus on risk management
Discover a community
Instant Communication
Unlimited support via text or iMessage provided by Teresa Lo, founder and investment strategist. 24/7 access to the member community in our real-time chat room.Member Dashboard
Review proprietary market barometers, weekly stock scan and ranking of our watchlist, along with weekly insight and updates of our model investment portfolios for U.S./Canadian dollar and Thrift Saving Plans accounts.Strategies and Solutions
Our quantitative signals take into account the empirical properties of asset returns. Our qualitative observations are based on a deep understanding of human nature and its behavioral finance biases.Tools for TradeStation
The AiM suite of studies and paintbars are available exclusively to members with access to TradeStation.